A TRUE PARTNER FOR TOMORROW
Take charge of your financial health
Who We Are
Gulf Investment Group is focused on providing thoughtful, long-term investment guidance.
We believe strong outcomes come from clear thinking, disciplined execution, and genuine partnerships.
Our Approach
We take the time to understand each client’s objectives, risk tolerance, and time horizon—because
no two financial journeys are the same.
Services We Offer
We provide personalized guidance designed to support long-term financial health through integrated planning
and disciplined investment management. We specialize in:
- Wealth Management
- Annuities & Insurance Planning
- Retirement Planning & Investing
- Investment-based Education Funding
- Tax-efficient Portfolios
- Women’s Wealth
- Legacy Planning
Our approach is transparent, aligned, and focused on long-term value—not transactions.
Our Team
Eric is our licensed Financial Advisor. Eric holds a FINRA Series 6, 63 and 65 license, as well as a Life, Health and General Lines Insurance license and is a Fellow of the Secure Retirement Institute. He will be leading our Financial Advisory team. Eric comes to us with extensive experience in investment management & retirement planning, with over 10 years of industry experience. Eric is focused on driving positive outcomes for Texas families through client tailored solutions. He will be responsible for supporting our members with real-time financial planning and education, providing strategies for investment growth, and guiding members on their retirement investing journey.
On a personal note, Eric is a native to the TX Gulf Coast. During his spare time, he enjoys restoring classic cars and spending time on the water with his family.
Kelly Kasson serves as the Investment Group Coordinator at Gulf Credit Union, bringing more than four years of experience in financial services. She holds a BSBA in Business and a Life Insurance License, and she is passionate about helping members feel confident and supported as they plan for their future.
What Kelly enjoys most about her work is connecting with people and building meaningful, long-lasting relationships. She believes financial guidance should feel approachable and personal, and she strives to create that experience for every member she serves.
Outside of work, Kelly is a devoted family person who loves spending quality time with her loved ones. Whether gathering for family dinners or making new memories together, her family keeps her grounded and inspires her to give her best every day.
A healthier financial future is within reach.
What questions do you have about your investments?
Check the background of your financial professional on FINRA’s BrokerCheck.
To view Cambridge Investment Research form CRS (Customer Relationship Summary) click here.
Securities and advisory services are offered through Cambridge Investment Research, a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through Cambridge Investment Research or its licensed affiliates. Gulf Credit Union and Gulf Investment Group are not registered as a broker/dealer or investment advisor. Registered representatives of Cambridge Investment Research offer products and services using Gulf Investment Group, and may also be employees of Gulf Credit Union. These products and services are being offered through Cambridge Investment Research or its affiliates, which are separate entities from and not affiliates of Gulf Credit Union or Gulf Investment Group. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Securities and insurance offered through Cambridge Investment Research or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
